Retirement Answer Man
Roger Whitney, CFP®, CIMA®, RMA, CPWA®
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My Retirement Planner Said No to a Report Request. What Should I Do?
What would you do if your retirement planner said no when you asked them for a report? I’ll address this question and many more on this episode of the Retirement Answer Man Show. We’ll also discuss the two things you need to find happiness. Are you curious as to what they are? Listen in to find out. OUTLINE OF THIS EPISODE OF THE RETIREMENT ANSWER MAN LISTENER QUESTIONS [2:13] Adding to my partial answer to a question in episode 512 [5:33] What to do when my advisor told me no to a report [11:05] On switching plans in Medicare’s open enrollment [14:41] What training someone should pursue to improve their financial education [18:10] The issues that come with trying to die with zero [21:03] Rules when you return to work [23:22] On securing long-term care insurance [25:51] Are the rules different for 457B accounts? BRING IT ON [29:57] Building protocols to improve your agency TODAY’S SMART SPRINT SEGMENT [34:00] Write 5 things you are grateful for and 5 things you can do to build agency Resources Mentioned In This Episode Huberman Lab Podcast LTCI Partners Episode #281 - Is An Annuity Right For Retirement? The Role An Annuity Can Play In Your Portfolio BOOK - Die with Zero by Bill Perkins Episode #345 - How Does Medicare Work? Making Your Medicare Decision with Danielle Roberts Boomer Benefits Episode 512 - How Should I Pay Taxes On My Roth Conversions? Rock Retirement Club Roger’s YouTube Channel - Roger That BOOK - Rock Retirement by Roger Whitney Roger’s Retirement Learning Center
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